Build a career that matches all your initiative with an impressive dose of innovation. From cutting-edge resources and a collaborative environment to the freedom to make an impact and more, you’ll find the ingredients you need at LPL Financial to shape your success while helping clients pursue their financial goals.
Job OverviewDo you enjoy exploring ways companies grow? What about exploring ways financial advisors grow? Do you enjoy identifying market opportunities, uncovering their needs, exploring solutions, and reaching product-market fit? Are you interested in supporting initiatives that will have material impact to a Fortune 500 company? Are you passionate about the financial advice industry and what’s ahead? If so, the Senior Analyst role on our Growth Strategy & Analytics team could be for you!
At LPL Financial, we are committed to accelerating growth by delivering strategic initiatives that drive measurable impact across the firm. The Senior Analyst, Activation Management will play a critical role in supporting and executing high-impact growth initiatives that materially contribute to LPL’s long-term success.
This individual will partner closely with Growth Strategy leadership and cross-functional teams to turn strategy into action—leveraging data-driven insights, structured execution, and strong stakeholder engagement to drive results. This is a high-visibility role ideal for a strategic thinker who thrives in a fast-paced, entrepreneurial environment and is excited to operate as a “utility player” across multiple growth priorities.
ResponsibilitiesStrategic Execution & Growth Impact
- Support and execute initiatives that have a material impact on LPL’s growth and retention objectives as well as supporting the ongoing execution of client facing incentive and reward programs
- Develop success metrics that clearly communicate progress, risks, and impact against active strategy roadmaps and execution plans
- Track and measure the performance of key growth levers to ensure continuous improvement
Data Insights & Reporting
- Lead data analysis and reporting for assigned growth initiatives as well as supporting incentive and reward program reporting
- Create best-in-class dashboards, reports, and executive-ready materials
- Develop scalable, repeatable reporting processes that elevate strategic decision-making
- Clearly articulate complex ideas using structured thinking and compelling storytelling
Operational Excellence
- Approach strategy with an entrepreneurial mindset, leveraging critical thinking to increase initiative effectiveness
- Establish scalable processes that set a high bar for results and enable repeatable success
- Flex across a wide range of projects, adapting quickly to evolving business priorities
Cross-Functional Collaboration
- Collaborate with high-impact leaders and teams across the organization to drive alignment on vision, strategy, and goals
- Build strong relationships with business partners to accelerate opportunity identification and execution
- Serve as an ambassador for LPL, fostering trust and credibility across the firm
We’re looking for strong collaborators who deliver exceptional client experiences and thrive in fast-paced, team-oriented environments. Our ideal candidates pursue greatness, act with integrity, and are driven to help our clients succeed. We value those who embrace creativity, continuous improvement, and contribute to a culture where we win together and create and share joy in our work.Requirements
- Bachelor’s degree in business, data, engineering or the liberal arts
- 3-6 years of experience in program management, strategy, or wealth management in areas that highlight: growth strategy, data & analytics, process improvement or project management
- 3+ years’ experience in MS Suite (PowerPoint, Excel, PowerBI)
- 3+ years’ experience in wealth management, with the ability to understand the needs of financial advisors
- Thinks strategically but executes tactically
- Comfortable with ambiguity and thrives in dynamic environments
- Strong executive presence and communication skills
- Balances structured thinking with adaptability
- Energized by working across teams to unlock growth
- Able to take complex topics and make them easy to understand
- Superior organizational skills
- Strong analytical skills with an ability to identify and organize relevant data insights
- Solid relationship building skills and experience influencing partners
- Presentation and communication skills, plus ability to build a story narrative
Pay Range:
$91,670.00 - $152,852.00Actual base salary varies based on factors, including but not limited to, relevant skill, prior experience, education, base salary of internal peers, demonstrated performance, and geographic location. Additionally, LPL Total Rewards package is highly competitive, designed to support your success at work, at home, and at play – such as 401K matching, health benefits, employee stock options, paid time off, volunteer time off, and more. Your recruiter will be happy to discuss all that LPL has to offer!
Company Overview:
LPL Financial Holdings Inc. (Nasdaq: LPLA) is among the fastest growing wealth management firms in the U.S. As a leader in the financial advisor-mediated marketplace(6) , LPL supports over 32,000 financial advisors and the wealth management practices of approximately 1,100 financial institutions, servicing and custodying approximately $2.3 trillion in brokerage and advisory assets on behalf of approximately 8 million Americans. The firm provides a wide range of advisor affiliation models, investment solutions, fintech tools and practice management services, ensuring that advisors and institutions have the flexibility to choose the business model, services, and technology resources they need to run thriving businesses. For further information about LPL, please visit www.lpl.com.
At LPL, independence means that advisors and institution leaders have the freedom they deserve to choose the business model, services, and technology resources that allow them to run a thriving business. They have the flexibility to do business their way. And they have the freedom to manage their client relationships, because they know their clients best. Simply put, we take care of our advisors and institutions, so they can take care of their clients.
For further information about LPL, please visit www.lpl.com.
Join the LPL team and help us make a difference by turning life’s aspirations into financial realities. Please log in or create an account to apply to this position. Principals only. EOE.
Information on Interviews:
LPL will only communicate with a job applicant directly from an @lplfinancial.com email address and will never conduct an interview online or in a chatroom forum. During an interview, LPL will not request any form of payment from the applicant, or information regarding an applicant’s bank or credit card. Should you have any questions regarding the application process, please contact LPL’s Human Resources Solutions Center at (855) 575-6947.
EAC 5.19.26
Skills Required
- Bachelor's degree in business, data, engineering or the liberal arts
- 3-6 years of experience in program management, strategy, or wealth management (growth strategy, data & analytics, process improvement, or project management)
- 3+ years' experience with MS Suite (PowerPoint, Excel, PowerBI)
- 3+ years' experience in wealth management with ability to understand financial advisors' needs
- Experience building dashboards, reports, and executive-ready materials
- Strong communication, executive presence, and storytelling skills
- Ability to lead data analysis and develop scalable reporting processes
LPL Financial Compensation & Benefits Highlights
The following summarizes recurring compensation and benefits themes identified from responses generated by popular LLMs to common candidate questions about LPL Financial and has not been reviewed or approved by LPL Financial.
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Retirement Support — Retirement programs include a company 401(k) match that is frequently highlighted as a strong component of total rewards. Feedback suggests these features meaningfully enhance long‑term financial value.
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Equity Value & Accessibility — An employee stock purchase plan with a meaningful discount and lookback is highlighted as accessible ownership. Feedback suggests the plan adds tangible upside beyond base salary.
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Parental & Family Support — Paid parental leave has been expanded alongside family‑building and adoption support. Feedback suggests these benefits compare well to large‑employer standards.
LPL Financial Insights
What We Do
Financial advice is changing, and at LPL Financial, we’re at the forefront. We’re building a future where advisors can—with no friction or complexity, as simple as turning the dials—pick the business model, services, technology, and product mix that best meet their clients’ needs. With one platform, one sign-on, and one team to call, you can take your business anywhere you want it to go. There are no limits to your growth, and we’ll partner with you every step of the way. Your greatness is our goal. LPL Financial is a leader in the retail financial advice market and the nation’s largest independent broker/dealer*. We serve independent financial advisors and financial institutions, providing them with the technology, research, clearing and compliance services, and practice management programs they need to create and grow thriving practices. LPL enables them to provide objective guidance to millions of American families seeking wealth management, retirement planning, financial planning and asset management solutions. LPL.com Securities and Advisory Services offered through LPL Financial. A registered investment advisor, Member FINRA/SIPC.
